1/24/22, 1:06 AM Document 1454539.

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Copyright (c) 2022, Oracle. All rights reserved. Oracle Confidential.

Fusion PIM: How To Create Item Catalog Structures And Catalogs (viewlet) (Doc ID 1454539.1)

In this Document

Goal
Solution
  Key Flexfield Setup and Deployment
  Create Catalog and Categories
References

APPLIES TO:

Oracle Fusion Sales Catalog - Version 11.1.1.5.1 and later

Oracle Fusion Product Model - Version 11.1.1.5.1 and later

Oracle Fusion Sales Catalog Cloud Service - Version 11.1.5.0.0 and later
Oracle Fusion Product and Catalog Management - Version 11.1.10.0.0 to
11.1.10.0.0 [Release 1.0]
Information in this document applies to any platform.

GOAL

The item catalogs are Key Flexfield (KFF) enabled and require that the Key Flexfields be created prior to creating catalogs.  In addition, catalogs are created for specific usage in
other Fusion Applications and require the catalog to be assigned to the functional area representing these applications.  For example, Purchasing, Inventory, Costing are examples
of Functional Areas that use the item catalogs.

This document describes how to setup the Key Flexfield for Item Catalogs and to create catalogs based on the KFF.

Solution provided in this document is specific to Item Catalogs and DOES NOT apply to Sales Catalogs (aka Product Groups).  Sales Catalogs can be defined using CRM setup
task: Manage Product Groups.

 
 

SOLUTION

A Key Flexfield is used in catalogs and categories and must be setup prior to creating catalogs or categories.   For catalogs, the key flexfield code “MCAT” is seeded, that is, MCAT
represents the registration of the Key Flexfield to the Oracle Fusion Product Management product and the catalog/category objects.  Only the flexfield code MCAT is used with
catalogs and categories. 

Key Flexfield Setup and Deployment

Pre-requisite: Value set is required when defining a Key Flexfield segment. Task 'Manage Value Sets' can be used to define value sets before defining the KFF.

See below for the detailed steps for Key Flexfield Setup and Deployment

OR

Watch this short viewlet which shows the steps

Navigation:
Navigator >
Setup and Maintenance

Catalogs
Query Task: Manage Key Flexfields for
Click on GoTo task icon

1. The page should open with flexfield code MCAT that is seeded for catalog and categories.
2. Now create the Key Flexfield structure for the new Key Flexfield for catalog.
a. Click the Manage Structures button, the Manage Key Flexfield Structure page will be displayed.
b. Click on the Create Icon.
c. Create Key Flexfield Structure UI is shown. Enter the Structure Code, the Name, the delimiter used since more than one segment required to be defined for Catalog
use.
d. Save
e. Click the Create Icon in the Segment tables to create multiple segments.
f. Enter the Segment Code, the Segment Name, the Sequence Number, the Prompt (displayed in UI) Short Prompt, Display Width, Default Value Code previously
created, and Column name (where value is mapped to be storage).
g. Click Save and close ( Create Key Flexfield Segment Page)
3. Click Save and Close (Create Key Flexfield Structure Page)
4. Click Done button (Manage Key Flexfield Structures Page)
5. Now that the Key Flexfield structure is created, then the Key flexfield structures need to be deployed;

a. Click on Deploy Flexfields button. The status will indicate the progress in the deployment process.
6. Now create a structure instance of the KFF structure just created; Select the row for the KFF structure just created and click the Manage Structure Instances button
a. Click the Create Icon to launch the create Structure Instance. 
b. Enter the Structure Instance Code, Name and select the Structure Name.
c. Click Save button.  The segment instance should be displayed in the Segment instances table.
d. Click Save and Close to close the Create Structure Instances page
e. Click Done to close the Manage Key Flexfield Structure Instance page
7. Deploy the flexfield again.  Once the Deployment process is completed, the deployment status will show as a green check mark indicating the new Key Flexfield has been
created.

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1/24/22, 1:06 AM Document 1454539.1

Create Catalog and Categories

A catalog and category is needed support the automatic assignment of a category to an item during Item Create.  If the catalog is to be assigned to a functional area such as
Purchasing, each functional area has specific rules for the catalog configuration.  More details about functional area catalog configurations can be found in Document 1488509.1.

To create categories, first a catalog must be created and then categories can be created within the context of a catalog.  The categories created can be shared across multiple
catalogs.

See below for the detailed steps for Catalog and category creation

OR

Watch this short viewlet which shows the steps

Navigation:
Navigator >
Setup and Maintenance
Query Task: Manage Catalogs

Click on GoTo task icon

1. Click on 'Create' icon

2. Enter Catalog Name, Description, the Catalog Code value will be filled in automatically
3. Select the Key Flexfield structure 
4. Selct any other options required
5. Click Save and Close in the Create Catalog dialog.
6. On the Manage Catalogs UI, query the newly created catalog
7. Click on Catalog name to edit it
8. Click on Category Hierarchy tab.  This displays all the categories assigned to the catalog
9. Since no categories are created yet, click on Action [Menu] > Create Category
10. Enter the Category Name, Description and the values for the Key Flexfield Structure Instance segments (Family, Class)
11. Save
12. Add any number of categories as needed

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